See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,264 | $67,823-96.7% | $52,425-95.7% | $137,256-98.4% |
| Participation rate | 55.0% | 63.9%-8.9pp | 55.6%-0.6pp | 80.0%-25.0pp |
| Annual return | 18.63% | 219.11%-200.5pp | 302.12%-283.5pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $203 | $2,288-91.1% | $1,790-88.6% | $6,407-96.8% |
| Admin fee / account holder | $136 | $2,844-95.2% | $2,495-94.5% | $12,270-98.9% |